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Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
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Welcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect the AI CAPEX boom. We also cover the five buy ratings for powered shell stocks from Wells Fargo, Applied Digital’s 1 GW site in Finland, and how hyperscaler negative free cash flow means a slow down to CAPEX could be coming in 2027 and 2028.
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